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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (51965)3/15/1999 11:38:00 AM
From: Earlie  Read Replies (1) | Respond to of 132070
 
John:

While I think it is a pump, I don't think I said the Japanese market will take a hit in April. I do think it is a dumb move, and very costly to the Japanese tax payers, and I do think the Nikkei will slop back down at some point in time, probably in conjunction with the big paper print.

As far as "where will all the liquidity go?", it will be soaked up by the upcoming massive Japanese bond print, which is the largest in history. Don't look for Japanese money to flow to our markets as they took a big hit last year, and are actually retreating back home.

Best, Earlie



To: JRI who wrote (51965)3/15/1999 12:14:00 PM
From: JRI  Respond to of 132070
 
Earlie, on a relative basis...it is hard to believe that money flows (to the U.S. equity markets vis-a-vis Japan), will not improve in April....Even if the relationship is not positive........if not else, we will see less repatriation back to Japan (then has occurred over the past month..two)...that should be one (pretty decent) factor in easing (any) downward pressure on the overall U.S. equity and bond markets...

Staying tuned...


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